Pre-Sales Consultant, LemonEdge

• This role is hands-on, client-facing, and highly consultative, requiring both strong technical acumen and the ability to build trust with C-level stakeholders in financial services
• 5+ years’ experience in Pre-Sales, Solution Consulting, or a client-facing technical role within SaaS, FinTech, or financial software
• Strong understanding of private equity / alternative investment accounting, reporting, or fund administration
• Proven ability to deliver high-impact product demos and workshops to senior stakeholders
• Strong technical literacy (APIs, integrations, data flows) and ability to explain complex concepts simply
• Exceptional communication, presentation, and storytelling skills
• Consultative and solutions-focused mindset
• Ability to work autonomously as an IC, while collaborating effectively with global teams
• Comfortable in a fast-paced, dynamic environment
• Commercially astute with a passion for technology and financial services innovation
• Travel will be required to meet with clients
• Comfortable working in a Remote/ Hybrid environment

Desirable

• As a Pre-Sales Consultant (IC), you will play a pivotal role in winning new clients by bridging the gap between technical product capabilities and client business requirements
• Partnering with Sales Directors, Account Executives and fellow PreSales Team members, you will engage directly with prospects, demonstrating the value of LemonEdge’s platform, crafting tailored solutions, and ensuring a smooth transition into implementation
• Partner with Account Executives to understand client business needs, technical environments, and investment operations workflows
• Build out client’s complex accounting use cases into the LemonEdge platform for in-depth proof of concepts lasting from an hour to multiple days
• Deliver compelling product demos and presentations to CFOs, COOs, CTOs, and investment teams
• Demonstrate proof-of-concept solutioning and delivery inclusive of system configuration, data migration and report building as required
• Create solution proposals, technical documentation, and ROI cases that articulate business value
• Work closely with Product and Implementation teams to ensure proposed solutions are viable and scalable
• Assist in the production of standardized solutions for different industry vertical problem areas to assist sales team members in scaling demonstrations
• Support marketing initiatives (webinars, events, RFP responses, whitepapers) by providing product and domain expertise
• Success Metrics & KPIs:
• Contribution to new logo acquisition targets (demo-to-close conversion rate)
• Internal team contributions such as thought leadership, use case demonstration buildouts, and go to market contributions
• Software domain expertise and new feature adoption
• Quality and impact of solution design and demos (sales feedback + client feedback)